See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,123 | $24,730-87.4% | $66,042-95.3% | $84,808-96.3% |
| Participation rate | 89.7% | 68.1%+21.6pp | 67.5%+22.1pp | 68.3%+21.3pp |
| Annual return | 34.00% | 79.55%-45.6pp | 52.11%-18.1pp | 40.90%-6.9pp |
| Employer contribution / active EE | $528 | $857-38.4% | $1,579-66.6% | $2,631-79.9% |
| Participant deferral / active EE | $1,372 | $1,737-21.0% | $2,835-51.6% | $4,212-67.4% |
| Admin fee / account holder | $687 | $3,014-77.2% | $5,747-88.0% | $7,344-90.6% |